Julie Bjorklund
Julie Bjorklund is a registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 20 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1515 E Woodfield Rd Suite 100, Schaumburg, IL, 60173
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julie is a school board member for Trinity Lutheran School, dedicating minimal time. She also co-owns Martingale Investment Group, LLC, owns JEB Financial Holdings, Inc., and owns Kapraun and Bjorklund Wealth Advisors LLC, spending about a quarter of her time on each of the latter two.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Wells Fargo Advisors, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations20 states
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